Momentous Wealth Management, Inc.
Momentous Wealth Management, Inc. reported 48 holdings worth US$195M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Momentous Wealth Management, Inc. reported 48 holdings worth US$195M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$195M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 11,934 | US$3.45M | 1.8% |
| Alphabet Inc (google) Class C | 6,575 | US$2.35M | 1.2% |
| Nvidia Corporation | 10,388 | US$2.08M | 1.1% |
| Microsoft Corp. | 4,298 | US$1.6M | 0.82% |
| Berkshire Hathaway Inc. | 2,899 | US$1.45M | 0.74% |
| Parker-hannifin Corporation | 1,029 | US$1.01M | 0.52% |
| Amazon.com, Inc. | 3,972 | US$947K | 0.49% |
| Meta Platforms, Inc. | 1,609 | US$906K | 0.46% |
| Exxon Mobil Corporation | 5,742 | US$785K | 0.40% |
| Micron Technology, Inc. | 566 | US$653K | 0.33% |
| Costco Wholesale Corporation | 674 | US$630K | 0.32% |
| Jp Morgan Chase & Co. | 1,722 | US$564K | 0.29% |
| Broadcom Inc. | 1,329 | US$502K | 0.26% |
| Lam Research Corporation | 1,092 | US$473K | 0.24% |
| General Dynamics Corporation | 1,334 | US$473K | 0.24% |
| Johnson & Johnson | 1,414 | US$359K | 0.18% |
| Eli Lilly And Company | 291 | US$349K | 0.18% |
| Visa Inc. | 942 | US$323K | 0.17% |
| Abbvie Inc. | 1,260 | US$317K | 0.16% |
| Home Depot, Inc. (the) | 891 | US$314K | 0.16% |
| Tesla, Inc. | 712 | US$299K | 0.15% |
| Advanced Micro Devices Inc | 496 | US$288K | 0.15% |
| Corning Incorporated | 1,108 | US$283K | 0.15% |
| Tjx Companies, Inc. (the) | 1,820 | US$276K | 0.14% |
| Howmet Aerospace Inc. | 1,004 | US$270K | 0.14% |
| Asml Holding Nv | 133 | US$265K | 0.14% |
| Cisco Systems, Inc. | 2,223 | US$261K | 0.13% |
| Walmart Inc. | 2,193 | US$248K | 0.13% |
| Alaska Air Group, Inc. | 4,620 | US$241K | 0.12% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 460 | US$220K | 0.11% |
| Ge Aerospace | 564 | US$211K | 0.11% |
| Rumble Inc. | 13,867 | US$87,917 | 0.05% |
| Outdoor Holding Company | 12,600 | US$28,728 | 0.01% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Cvb Financial Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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